Integrity Wealth Management Employee Directory
Financial ServicesFlorida, United States11-50 Employees
Based in Sarasota, Florida, Integrity Wealth Management, Inc. (IWM) operates as a small to mid-sized, independent advisory firm serving individuals who are nearing or living in retirement. The firm emphasizes personalized planning and aims to foster long-term relationships with the people and families it serves. Its investment approach centers on long-term, low-risk strategies, wealth preservation, and tax-efficient distributions. To provide comprehensive service, IWM has formed strategic partnerships with local accountants and attorneys. The firm also offers planning for life insurance and annuities as part of its retirement-income and risk-management framework. Its operations are guided by the core values of integrity, honesty, competency, and stewardship.